Create standard views

Standard views are available to all AVEVA Contract Risk Management company users. When a user selects a standard view, the filters and the display of columns defined by the view creator is applied to the user's register. Only the information a user has permission to access is displayed.

Only AVEVA Contract Risk Management users with the Standard View - Manage permission can create a standard view.

Standard views can be very generalized (for example, a standard view could be created for the My Current Tasks screen which would display only tasks that are due within seven days), or a precise set of conditions which facilitate the use of the Views feature for reporting.(For example, a complex standard view could be created for use by Project Managers who would apply the view to their Project dashboard allowing Business Unit managers to view comparable data for each Project).

Standard views can be created for the following pages:

Note In a grid which displays communications or documents, you can only select tag groups for use in filters and column display if a tag from that group has already been applied to at least one item.

To create a standard view:

1. Navigate to the page containing the dashboard for which you want to create a standard view.

2. Click the Current View button and select Create a View from the menu.

   The Create a View page is displayed.

Step 1: Apply filters

See Filter operators for personal and standard views for more information about filters.

3. Enter a descriptive name for your view in the View Name field.

4. Select Yes for Standard View.

5. Enter a description of the view in the Description field. This text helps users select the view they require; it is displayed when a user hovers over the view name from the View menu.

6. In the Filter Criteria tab, select the column on which you want to filter from the Column Label drop-down list.

7. Select an option from the Operator drop-down list. This displays the various filter options that can be applied to information in the selected column.

   Note The options available are dependent on the selected column data type (text, numeric or date).

8. Enter the value on which you want to filter in the Value field.

   Tip If you are filtering a value by a Name, both the user's first and last name are searched on and the first name is the initial search value.(E.g. If you are searching on a column containing a user and Begins With is your operator, you should enter the first letters of the user's first name)

9. If you want to further refine the display of information in your view, select one of:

   • AND - display results if both conditions are true

   • OR - display results if either condition is true

   Another filter is displayed. Apply filter criteria as above.

10. Click Add Group to display a second filter group if required. Filter Groups allow users add another filter that is of equal importance as the first group.

11. Select how the results should return information:

    • AND - display results if both group conditions are met

    • OR - display results if either group condition is met

12. Apply the required column filters to your additional groups.

Tip Click the icon (next to the Create View heading) to display a pop-up window of filter guidelines.

Note Click the icon assigned to the filter you want to delete.

Click the icon to insert a column filter between two filters.

Step 2: Adjust the display of grid columns

To adjust the display of grid columns:

13. Click the Display Columns tab.

14. Reorder the display of columns by selecting the icon for the column to you want to reorder then drag and drop the column to it new position.

15. In the Display column, clear the check boxes for the columns you want to hide in your view.

16. In the Sort Order column, click the Set Sort Order link for the required column. Two drop-down lists are displayed. Select the display order from the left-hand list. Select the order (ascending/descending) that you want to sort the column from the right-hand list.

Step 3: Test your view

17. To test that your view is working as expected click the Test button.

    The Results tab is displayed listing items that match your criteria.

Step 4: Save your view

18. When you have applied all filters and set the display order, click Save.

    A confirmation message is displayed.

    Your View is now available for all company users to select from the Views menu.